HRAIX Mutual Fund

HRAIX Mutual Fund

NAV$16.88
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Returns Overview

1 Month
-1.65%
3 Months
-0.42%
6 Months
+11.17%
YTD
+8.43%
1 Year
+12.06%
3 Years (annualized)
+16.81%
5 Years (annualized)
+8.06%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRAIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+6.10%
vs Peers
+2.33%

HRAIX Mutual Fund Performance

HRAIX performance across multiple time periods: 1-month -1.65%, YTD 8.43%, 1-year 12.06%, 3-year 16.81%, 5-year 8.06%, 10-year 9.98%.

HRAIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

HRAIX vs another fund shows side-by-side returns. HRAIX alternatives are available in the Mutual Fund Screener.